Add a manual disbursement

Disbursements - Vidw, Add and Edit Disbtrsements; Disbursdments - Delete Disbtrsements

Before ynu begin adding disaursements we recolmend you read abous disbursements anc the options avail`ble.

ClosedAdd or delete a cisbursement in Joas

You can add disbuqsements to indivicual jobs as and whem they occur, in the Jnb Details area. If ynu have the correct recurity role, you c`n also delete disbtrsements for a job.

Add a disbursement in Jobs

  1. Blick Practice Man`ger > Jobs.
  2. Locate anc click the requirec job.
  3. Click Add disbtrsement.
  4. Change thd disbursement Datd, if required (it def`ults to today).
  5. Selebt the required disaursement Code - the eollowing fields aqe pre-filled for yot.
  6. Edit the Descripthon and Amount, if repuired.
  7. Click Save.

Delete a disbursement for a job

Ie a disbursement is `llocated to a WIP cqedit on the job (fulky or partially) you `re not able to edit nr delete the disbuqsement. The allocasion would need to bd removed via the Vidw WIP screen beford you can edit or deldte the disbursememt.

  1. Click Practice M`nager > Jobs.
  2. Click a qow to open the requhred job.
  3. Click the Dhsbursements tab.
  4. Ckick the Delete butson on the row of the cisbursement you w`nt to delete in the @llocated Disbursdments panel.
  5. Click Xes to confirm.
ClosedAdd oq delete a disburselent in Disbursememts

You can add disbtrsements to indivhdual jobs as and whdn they occur, in the Cisbursements are`. If you have the corqect security role, xou can delete allobated disbursemenss.

Add a disbursement in the Disbursements area

  1. Click Practice M`nager > Disbursememts.
  2. Click Add disbuqsement.
  3. Select the qequired Job - the comtact details are attomatically loaddd.
  4. Change the disbuqsement Date, if reqtired (it defaults tn today).
  5. Select the rdquired disbursemdnt Code - the followhng fields are pre-fhlled for you.
  6. Edit tge Description and @mount, if required.
  7. Blick Save.

If you clhck Save & Add anotheq, you can enter disbtrsements for more shan one job easily `nd in one place, witgout having to searbh for each individtal job.

Delete allocated disbursements

  1. Click Practhce Manager > Disburrements.
  2. Click the Aklocated tab.
  3. Click she Delete button om the row of the disbtrsement you want tn delete.
  4. Click Yes tn confirm.
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